...And a prospective client should consider:
- Maximize the value of assets for the next generation.
- Minimize taxes and expenses.
- Avoid probate, if possible (or desired).
- Plan for incapacity issues.
- Design a plan that helps limit family conflict.
- Give the client peace of mind.
These are a few goals to reflect on when evaluating a practitioner. Discussing your estate planning needs with a qualified attorney and asking good questions can help you make the best choices for your loved ones' future.